RELATIONSHIP MANAGER

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

Bank of the Philippine Islands (BPI) seeks a Private Wealth Relationship Manager to oversee high-net-worth client portfolios and drive volume and revenue growth.

You will coordinate with investment teams, monitor portfolios, provide investment advice, and maintain strong client relationships through periodic visits and timely communications.

The role requires strong communication, analytical, and presentation skills, with a solid grounding in finance and banking. Advanced degrees are preferred.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• Master's degree or other advanced business studies preferred.
• Experience in banking is advantageous.
• Knowledge of trust business, investments, securities and financial markets helpful.
• Proficiency in MS Office and data presentation.

Responsibilities

• Adhere to account agreements, investment guidelines, and internal policies.
• Coordinate with departments to ensure timely execution of investment and administrative requirements.
• Relay client instructions such as contributions, withdrawals, transfers, and trades.
• Conduct periodic visits to high net-worth clients to strengthen relationships.
• Review client portfolios regularly and provide investment advice.

Skills

Communication skills

Analytical skills

Presentation skills

MS Office

Education

Bachelor's degree in Business/Finance or related field

Master's degree preferred

Tools

MS Office

Job description

The Private Wealth Relationship Manager is primarily accountable for managing the Private Wealth accounts/clients and growing the volume and revenue of his/her clients.

Responsibilities

• Ensures adherence to the account’s agreement, investment guidelines, special instructions, internal policies and procedures, and existing banking circulars and trust rules and regulations
• Receives notices, instructions, communications, and supporting documents related to the account’s investment and administrative requirements, and coordinates with concerned departments to ensure timely and correct execution
• Relays client’s instructions such as but not limited to contributions, withdrawals, transfers, and execution of trades
• Undertakes periodic visits to high net-worth individuals to maintain, build, and strengthen relationships
• Reviews periodically client portfolio
• Provides investment advice and recommendation
• Addresses and resolves client concerns and inquiries
• Acts as alternate officer in the absence of other Private Wealth Relationship Manager
• Attends training to improve knowledge, expertise, and skills relevant to work requirements

Qualifications

• Bachelor’s degree in Business, Finance, or any related field
• Preferably with Master’s degree or other further business studies
• Preferably with experience in the banking business
• Knowledge of the trust business, investments, securities, and financial markets
• Well-versed in MS Office
• Good communication, analytical, and presentation skills